| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Raymond Debbane Siren, L.L.C. | 35,000 | $2.52M | $2.75M | $231,000 | 9.18% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,638 | $519,585.27 | $288,075.03 | -$231,510.24 | -44.56% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 202 | $28,349.21 | $15,875.18 | -$12,474.03 | -44% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 85 | $16,283 | $6,735.4 | -$9,547.6 | -58.64% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,650 | $836,263.9 | $599,913 | -$236,350.9 | -28.26% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $3,074.78 | $2,063.36 | -$1,011.42 | -32.89% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,836 | $736,532.78 | $303,964.64 | -$432,568.14 | -58.73% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 15,597 | $2.14M | $1.23M | -$906,015.79 | -42.35% |
Curtis Burkholder Bare Financial Services, Inc | 133 | $12,892.15 | $10,429.86 | -$2,462.29 | -19.1% |
Keisuke Ichihara Rakuten Securities, Inc. | 626 | $63,649.83 | $49,673.1 | -$13,976.73 | -21.96% |
Joshua Stipcich Tidemark, LLC | 64 | $12,326.81 | $5,035.52 | -$7,291.29 | -59.15% |
Rob Dainard Hara Capital LLC | 485 | $94,759 | $38,416.85 | -$56,342.15 | -59.46% |
Dustin Schick Evergreen Private Wealth LLC | 50,983 | $8.45M | $4.02M | -$4.43M | -52.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,136 | $813,569.32 | $386,689.44 | -$426,879.88 | -52.47% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 9 | $1,063.92 | $705.78 | -$358.14 | -33.66% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 150 | $17,731.84 | $11,833.5 | -$5,898.34 | -33.26% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,897 | $423,888.92 | $228,978.88 | -$194,910.04 | -45.98% |
Amy Taylor Pingora Partners LLC | 155 | $26,227.68 | $12,197.72 | -$14,029.96 | -53.49% |
Kelly Richert Clayton Financial Group LLC | 42 | $2,933 | $3,325.77 | $392.77 | 13.39% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 7 | $1,141 | $555.34 | -$585.66 | -51.33% |